Copy Fathom Notetaker Summaries to HubSpot Deal Fields

Why is this hack helpful?

Capturing meeting insights directly in your CRM is a gamechanger for sales teams. Fathom Notetaker automatically generates high-quality summaries of your calls, but unless those notes are easily accessible in HubSpot, they can get lost in the shuffle. By syncing Fathom summaries straight into your Deal fields, you ensure that every team member has instant access to the latest meeting context, right where they need it.

This hack streamlines your sales process, improves handovers, and keeps your deal records up to date with the most relevant information, all without manual copying and pasting.

Steps to Set It Up

1. Connect Fathom to HubSpot

First, make sure your Fathom account is connected to HubSpot.

• In Fathom, go to Settings > Integrations.
• Find HubSpot and follow the prompts to connect your account.

2. Configure Summary Note Sync to Deal Fields

• Navigate to a Deal in Fathom (it doesn't matter which one for setup purposes)
• Hover over the heading you'd like to map
• Click Map to HubSpot
• Then, map each Fathom field to the corresponding custom property on your HubSpot Deal record. If you don’t have the right properties yet, create them in HubSpot first (Settings > Properties > Deal > Create Property).

Please note: Once the integration is set up, it will sync all calls moving forward based on your HubSpot mapping preferences.

3. Test the integration

• Record a call with Fathom Notetaker.
• Once the call is processed, check the associated Deal in HubSpot.
• You should see the Fathom summary fields automatically populated in the mapped Deal properties.

Wrapping Up

With this hack, you’ll never lose track of important meeting insights again. By syncing Fathom Notetaker summaries directly to your HubSpot Deal fields, your team can quickly review call outcomes, next steps, and action items. This not only saves time but also ensures a smoother sales process and better collaboration across your team.

For more details and troubleshooting, check out Fathom’s official guide. This integration is a simple way to keep your CRM up to date and your sales team in sync.